Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,448 | $101,618-75.0% | $93,063-72.7% | $137,256-81.5% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 12.41% | 223.95%-211.5pp | 34.15%-21.7pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,964 | $2,707-27.5% | $2,476-20.7% | $4,156-52.8% |
| Participant deferral / active EE | $3,111 | $4,279-27.3% | $3,958-21.4% | $6,407-51.4% |
| Admin fee / account holder | $14,830 | $6,198+139.3% | $6,033+145.8% | $12,270+20.9% |